Add an option to run a custom report not only by account type, but have a sub-categories for "Insurance" "IRA's", to be more specific.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
I think that we are going to try using tag groups for now to get around this and get what we need but I do not like that the info we'll be listing is not as much in view as the categories are. PLEASE also allow us to use MULTIPLE sub categories if you are going to do this. We would plan to use the sub categories to list things like "financial plan" "SIMPLE" "insurance" etc so it IS possible for clients to have multiple of these. Otherwise, if this is not an option then maybe allowing us to just choose multiple categories that could work too. Also, we would very much like to see these sub categories on the memberships screen.
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Hannah commented
To go along with this can there be an option to run an account report that we choose what we want included? My planner does not want to have insurance cash values included in a client account report or his over AUM, since cash values don't truly tie in to assets that are managed
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Anonymous commented
I AGREE, ABSOLUTELY!